Vista Wealth Management Group, LLC Dimensional ETF Tr U S Equity Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 280,530 shares of DFUS stock, worth $16.8 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
280,530
Previous 280,530
-0.0%
Holding current value
$16.8 Million
Previous $17.9 Million
5.19%
% of portfolio
1.16%
Previous 1.2%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
746Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio